financial planning conversations Technology
The Financial Conversation Clients Actually Understand
See why thousands of advisors use Asset-Map standalone or with their existing financial planning tool to turn complex plans into clear, visual conversations.
Trusted by
thousands of advisors
thousands of advisors
Visual planning.
Real results.
Asset-Map is the only visual-first planning platform built for how humans actually think, whether you're using it standalone, alongside eMoney or MoneyGuidePro, for discovery meetings, or client presentations.
2.14M
people mapped
30%
Revenue increase for new advisors
$1.6T
in financial instruments mapped
Used by Wealth Managers| just like you.
Martin V. Higgins, CFP®, ChFC®
"When I first saw Asset-Map, it was like a light bulb went off. Asset-Map gave us
exactly what we needed to show our clients a simple and intuitive visual that explains their financial plan."
exactly what we needed to show our clients a simple and intuitive visual that explains their financial plan."
Martin V. Higgins, CFP®, ChFC®, CLU®, AEP®, LUTCF®, RHU®
President, Family Wealth Management, LLC
Molly Ward, CFP®, CDFA®
"The best way to measure the value of technology is to understand what your firm would be like without it. Asset-Map is like coffee for me and my clients; it's an essential part of every day."
Molly Ward, CFP®, CDFA®
Founder, Well Lived Wealth, LLC
Jack Choi
"There is no replacement for Asset-Map in my business: that's how strongly I feel about the impact it's had on my productivity."
Jack Choi
Senior Commercial Finance Business Partner, JATO Dynamics
Megan Takagi, CFP®
"It has been a dream to work with you and the Asset-Map team so far, compared to other software companies we're currently struggling with. Your value is well worth your price, and your customer service is unmatched."
Megan Takagi, CFP®
Director of Business Development, Takagi & Takagi
Kristopher Grossman, CFP®
"It's such an integral part of my practice that I could not live without it. Asset-Map has helped me build a world-class, repeatable, interactive process with my clients while allowing me to scale exponentially."
Kristopher Grossman, CFP®
Lead Financial Advisor, Kingsbridge Financial Group, Inc.
Mark J. Dorman, AIF®, CLU®
"Asset-Map is a true "Game Changer" for
financial services representatives and their clients. I have been a user for over 5 years and would never use any other platform."
financial services representatives and their clients. I have been a user for over 5 years and would never use any other platform."
Mark J. Dorman, AIF®, CLU®, ChFC®, CEPA, CFBS
President, Dorman Legacy Advisors
Henry A. Swan, ChFC, CLU
"I have never met an existing client or an interested prospect who is not impressed with Asset-Map."
Henry A. Swan, ChFC, CLU
Financial Consultant, Optimal Planning Partners, Inc.
Michael P. Gainer, AIF®
"This is the most concise and intuitive financial planning software I've used. Inputting data is easy. The planning capabilities are excellent and easy for clients to understand. And the one page balance sheet and income summary are
sophisticated yet simple for clients to understand."
sophisticated yet simple for clients to understand."
Michael P. Gainer, AIF®
Partner, Integrated Financial Strategies, Inc.
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customer stories
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Trusted Conversations Begin with Answering the Right Questions
Who
Who’s financially connected to the client and why does that matter? Relationship Maps show the people behind the plan, helping advisors center conversations on what, and who, really matters.
Why
Why are we doing any of this? Priorities give clients a voice in the planning process, so every conversation connects strategy to what matters most in their lives.
What/Where
The Asset-Map gives clients and advisors a shared, one-page view of their financial life: what they have, where they stand, and what’s at stake. Conversations start with clarity, and decisions are made with confidence.
If
What if something goes wrong? Signals help advisors uncover risks, gaps, and oversights so they can have proactive conversations before surprises become setbacks.
When
When does action need to happen? Target-Maps make timelines and funding gaps visible, turning vague goals into clear, trackable conversations about timing and readiness.
How
How do we get there? Drafts let advisors visually present “before and after” scenarios so clients can clearly see the impact of changes before committing. It’s a safe, visual space to explore options and move forward with confidence.
A Full Suite of Integration Partners
Deliver a seamless client experience by connecting Asset-Map with your favorite advisor tech tools. Our open architecture lets you integrate reports and sync data effortlessly with trusted partners.
See All Integrations
Security & Compliance Built In
Asset-Map is SOC 2 Type II certified and independently audited to meet the highest security standards for financial advisors. Bank-level encryption protects client data at every step, and our platform is FINRA and SEC compliant to ensure confidential financial information remains secure.
Awards & Recognition
Honored and recognized by our industry, peers, and users.
Resources & Insights
See Asset-Map in Action
Schedule a demo today and join the thousands of financial advisors who’ve made complex planning simple.
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Questions? Call us at 888-664-8850